Relationship Manager

Overview

Erb and Young is a full-service independent insurance agency offering comprehensive commercial and personal lines insurance to families and businesses nationwide. Our mission extends beyond insurance, we are deeply committed to personal growth and development, emphasizing the importance of improving as individuals alongside professional excellence. As a team of passionate and driven professionals, we aim to create extraordinary lives by delivering exceptional customer experiences.

We believe in being extraordinary. We go the extra mile, make deliberate decisions, and strive for the very best in everything we do. Our philosophy is centered around integrity, confidence, and personalized service. Insurance isn’t just about policies, it’s about people. That’s why we take the time to understand our clients and connect them with coverage that aligns perfectly with their needs.

We serve clients across Florida, North Carolina, South Carolina and Georgia, offering property and casualty insurance policies with integrity-driven savings. Our team simplifies the insurance process, ensuring that every client feels secure in their choices.

As a Relationship Manager, you will be the first point of contact for our valued clients, providing top-tier service and support. You will assist policyholders with inquiries, policy changes, claims guidance, cross selling and general account management. Your role is crucial in delivering an exceptional client experience and upholding our agency’s commitment to excellence.

• Serve as the primary contact for client inquiries regarding policies, coverage, and billing.
• Provide prompt, professional, and friendly service via phone, email, and in person.
• Identify cross-sell opportunities
• Assist clients with policy changes, renewals, endorsements, and general policy management.
• Educate clients on available coverage options and provide guidance tailored to their needs.
• Work closely with agents and team to ensure seamless client experiences.
• Process documentation, maintain accurate records, and manage client accounts efficiently.
• Support claims handling by guiding clients through the claims process and liaising with carriers.
• Identify opportunities for coverage improvements and additional insurance solutions.
• Maintain a thorough understanding of carrier guidelines, underwriting rules, and industry regulations.
• Uphold the agency’s commitment to extraordinary service and customer satisfaction.

• Strong communication skills with a professional and friendly demeanor.
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
• Detail-oriented with excellent problem-solving skills.
• Proficiency in using customer management systems and standard office software.
• Active 2-20 or 4-40 Insurance License
  (or willingness to obtain).
• Passion for helping people and a commitment to delivering extraordinary service.

• Competitive salary and benefits package.
• A supportive, team-oriented environment with opportunities for growth.
• Ongoing professional development and training.
• The chance to work for a company that values integrity, excellence, and personalized service
  .

If you’re ready to be part of an extraordinary team, apply today!

Job Type: Full-time

• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance

• How important is personal development to you?

Ability to Commute:

Ability to Relocate:

• Orlando, FL 32819:
  Relocate before starting work (Preferred)